Jennifer Traynor
Inland Financial Planning · Spokane, Washington
Jennifer Traynor is a fee-only financial advisor at Inland Financial Planning in Spokane, Washington. Jennifer focuses on small business owners and pension planning. Inland Financial Planning reports charging a percentage of assets and hourly fees on its Form ADV.
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Specialties
Facts
| Firm | Inland Financial Planning |
|---|---|
| Based in | Spokane, Washington |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly |
| Assets under management | $43.3M across 250 accounts |
| SEC registration | Investment adviser representative in ID, WA · CRD 5925917 |
| Exams passed | Series 65 (2023) |
| Firm size | 2 employees |
| Disclosures | None reported |
| Website | www.inlandfp.com |
| Profile |
How Jennifer's firm compares
- Inland Financial Planning's average account is about $173,000, from its Form ADV (assets managed divided by 250 accounts).
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Questions about Jennifer
Is Jennifer Traynor a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Jennifer holds no broker registration, and Inland Financial Planning reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Jennifer charge for financial advice?
Jennifer's firm, Inland Financial Planning, reports charging a percentage of assets and hourly fees on its SEC Form ADV.
Where is Jennifer Traynor based?
Jennifer Traynor is based in Spokane, Washington.
What does Jennifer specialize in?
Jennifer's specialties include small business owners and pension planning.
Is Jennifer Traynor registered with the SEC?
Yes. Jennifer Traynor is registered as an investment adviser representative in ID and WA (CRD 5925917), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Inland Financial Planning manage?
Inland Financial Planning reports $43.3M across 250 accounts in assets under management.
How do I contact Jennifer Traynor?
Through Jennifer's website, www.inlandfp.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- Inland Financial Planning website : specialties, clients served, and fees, checked October 30, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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